TCWA

Ten Capital Wealth Advisors Portfolio holdings

AUM $345M
1-Year Est. Return 9.66%
This Quarter Est. Return
1 Year Est. Return
+9.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.4M
3
+$2.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.73M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.2M

Top Sells

1
+$744K
2
+$642K
3
+$360K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$241K
5
REET icon
iShares Global REIT ETF
REET
+$225K

Sector Composition

1 Technology 3.78%
2 Financials 1.43%
3 Consumer Discretionary 1.23%
4 Healthcare 1.06%
5 Industrials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$22.9K 0.01%
254
252
$22.8K 0.01%
196
-100
253
$22K 0.01%
10,000
254
$22K 0.01%
324
-23
255
$21.9K 0.01%
690
256
$21.8K 0.01%
629
-130
257
$21K 0.01%
155
-66
258
$20.9K 0.01%
161
259
$20.5K 0.01%
77
-46
260
$20.2K 0.01%
85
-22
261
$19.6K 0.01%
378
-40
262
$19.4K 0.01%
238
263
$18.9K 0.01%
58
264
$18.7K 0.01%
366
265
$18.3K 0.01%
400
-140
266
$18.1K 0.01%
133
-27
267
$18K 0.01%
180
-23
268
$18K 0.01%
100
269
$17.8K 0.01%
83
270
$16.7K 0.01%
203
271
$15.8K 0.01%
1,250
272
$15.6K 0.01%
400
-697
273
$15.4K 0.01%
518
274
$15.3K 0.01%
80
+74
275
$14.8K 0.01%
225
9 10
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